Coordination with CPA Professionals

Working together for our mutual client benefit

Relationships matter and it begins by gaining your trust. We believe that nurturing relationships with local CPA specialists paves the way to more informed and productive client relationships.

"Coming together is a beginning. Keeping together is progress. Working together is success." - Henry Ford

Keen Perspectives

One of the keys to effective relationships is a total understanding of where the other professional is coming from. We know that as a CPA, you are one of your client’s most trusted advisors. We value your insight and influence on our mutual client’s financial and tax situation.

Integrated Planning

Coordinated planning is essential for any client. When we work with local CPAs, we bring together separate areas of expertise and work as a team. The result is a cohesive, integrated approach that helps to inform our mutual client’s retirement plan, estate strategies and tax return.

Frequent Communication

Joint communication and regular meetings help us set expectations and work better as a team. We frequently share information and assign roles so that we are all working in the best interest of our mutual client.  In the end, the exchange of ideas and information among our entire team is what will matter most for our mutual client.


Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.